Bulk re-assignment of expenses into new COA categories
When a Zoho Books user decides to reorganize the Chart of Accounts (COAs), existing transactions cannot be easily moved to new COA categories. You literally have to edit each and every transaction. This is crazy. We just spent a couple of days editing hundreds of individual transactions because there is no bulk edit option. Why is this not being prioritized. We often update our COA categories, to align with our changing business model and IRS tax form categories. We like to align our COAs with IRS categories, so we don't have to pay our accountants extra money to move reclassify transactions on their end. If Zoho would add in a bulk edit capability to transaction classification, we could select several transactions at once and then simply chose to change all the transactions existing COA category to the new COA category. This would save hours and hours. It takes a ton of time to edit every single transaction when you decide to reorganize the COAs. Please consider this. In all of the other accounting software we've used, moving transactions to new COAs was simple and able to be completed in bulk.
Ryan Partin
shared this idea
Hi all,
Great news : We have the option to Bulk Update the accounts associated with the transactions. Refer to this Help Document – https://www.zoho.com/books/help/accountant/bulk-update.html
Regards,
Zoho Books Team